Chase Bengel

Vice President, Strategic Planning & Investments

Role: Vice President, Strategic Planning & Investments at LPL Financial
Location: Charlotte, NC, US
LinkedIn followers: 500 followers

OtherView LinkedIn profile

Experience

Vice President, Strategic Planning & Investments
LPL Financial
Jan 2026 — Present · Fort Mill, SC, US

Education

Myers Park High School
High School
2008 — 2013
University of Illinois Urbana-Champaign
Master of Science - MS, Management
2020 — 2022
The University of North Carolina at Chapel Hill
Communications
2013 — 2017

Contact information

Verified work emails, personal emails, and direct dials — unlocked in one click.

Work email
•••••@lpl.com
Personal email
•••••@•••••.com
Direct dial
+•• ••• ••• ••••

Unlock verified contacts

Free to start · No credit card required

Current company

LPL Financial

Financial Services · 15K employees · Founded 1989 · San Diego, California, United States

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 29,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. Third-party posts found on this profile don’t reflect the views of LPL Financial and haven’t been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. finra.org sipc.org

lpl.com

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Start for free See how it works

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Experience

Vice President, Strategic Planning & Investments

Education

Myers Park High School

University of Illinois Urbana-Champaign

The University of North Carolina at Chapel Hill

Find verified contacts for anyone on LinkedIn